ABN Amro Investment Solutions Raises Holdings in Packaging Corporation of America $PKG

ABN Amro Investment Solutions boosted its position in Packaging Corporation of America (NYSE:PKG) by 18.8% during the first quarter, Holdings Channel.com reports. The fund owned 14,072 shares of the industrial products company’s stock after purchasing an additional 2,224 shares during the quarter. ABN Amro Investment Solutions’ holdings in Packaging Corporation of America were worth $2,986,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the company. DV Equities LLC purchased a new position in shares of Packaging Corporation of America in the 4th quarter worth about $26,000. Covestor Ltd lifted its stake in shares of Packaging Corporation of America by 140.0% in the 4th quarter. Covestor Ltd now owns 156 shares of the industrial products company’s stock valued at $32,000 after purchasing an additional 91 shares in the last quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA grew its holdings in shares of Packaging Corporation of America by 94.1% during the 4th quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 165 shares of the industrial products company’s stock worth $34,000 after purchasing an additional 80 shares during the period. Navalign LLC purchased a new stake in shares of Packaging Corporation of America during the 4th quarter worth about $36,000. Finally, Geneos Wealth Management Inc. increased its position in Packaging Corporation of America by 40.4% during the 1st quarter. Geneos Wealth Management Inc. now owns 198 shares of the industrial products company’s stock worth $39,000 after purchasing an additional 57 shares in the last quarter. Hedge funds and other institutional investors own 89.78% of the company’s stock.

Trending Headlines about Packaging Corporation of America

Here are the key news stories impacting Packaging Corporation of America this week:

• Positive Sentiment: PKG beat Q2 profit estimates, reporting adjusted EPS of $2.35 versus $2.31 expected, with revenue essentially in line at $2.49 billion; the company also said revenue rose 14.7% year over year. Packaging Corporation of America Reports Second Quarter 2026 Results
• Positive Sentiment: Record corrugated shipments and the Greif acquisition helped lift volumes, which supported results despite pricing pressure and higher costs. Packaging Corp Q2 Earnings Beat Estimates on Record Shipments
• Neutral Sentiment: The company reiterated third-quarter 2026 EPS guidance of $2.91, which came in slightly below the Wall Street consensus estimate of $2.97, tempering some of the optimism around the quarter. Packaging Corporation of America Reports Second Quarter 2026 Results
• Negative Sentiment: Several reports highlighted ongoing cost pressure and pricing weakness, which could limit margin expansion even after the earnings beat. Cost Pressures Make Packaging Corporation of America Unattractive

Packaging Corporation of America Stock Performance

Packaging Corporation of America stock opened at $234.34 on Friday. The firm has a market capitalization of $20.88 billion, a PE ratio of 30.43, a price-to-earnings-growth ratio of 2.12 and a beta of 0.80. Packaging Corporation of America has a one year low of $189.03 and a one year high of $249.51. The stock’s 50 day moving average price is $226.61 and its 200 day moving average price is $222.48. The company has a debt-to-equity ratio of 0.87, a quick ratio of 1.88 and a current ratio of 3.07.

Packaging Corporation of America (NYSE:PKG) last issued its quarterly earnings data on Wednesday, July 22nd. The industrial products company reported $2.35 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.31 by $0.04. The company had revenue of $2.49 billion during the quarter, compared to the consensus estimate of $2.49 billion. Packaging Corporation of America had a net margin of 7.25% and a return on equity of 18.96%. Packaging Corporation of America’s revenue for the quarter was up 14.7% on a year-over-year basis. During the same quarter last year, the company earned $2.48 earnings per share. Packaging Corporation of America has set its Q3 2026 guidance at 2.910-2.910 EPS. As a group, sell-side analysts expect that Packaging Corporation of America will post 10.46 EPS for the current fiscal year.

Packaging Corporation of America Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Monday, June 15th were issued a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date of this dividend was Monday, June 15th. This is a positive change from Packaging Corporation of America’s previous quarterly dividend of $1.25. Packaging Corporation of America’s dividend payout ratio (DPR) is 72.99%.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the stock. Wells Fargo & Company restated an “equal weight” rating and issued a $246.00 price target (up from $245.00) on shares of Packaging Corporation of America in a report on Thursday, July 9th. Citigroup boosted their price objective on shares of Packaging Corporation of America from $229.00 to $241.00 and gave the stock a “neutral” rating in a research note on Thursday, July 9th. Truist Financial increased their price objective on shares of Packaging Corporation of America from $258.00 to $270.00 and gave the stock a “buy” rating in a research report on Wednesday, July 15th. JPMorgan Chase & Co. raised their target price on shares of Packaging Corporation of America from $246.00 to $269.00 and gave the company an “overweight” rating in a research note on Thursday, July 9th. Finally, UBS Group upgraded shares of Packaging Corporation of America from a “neutral” rating to a “buy” rating and lifted their target price for the company from $232.00 to $248.00 in a report on Wednesday, May 20th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, Packaging Corporation of America currently has an average rating of “Moderate Buy” and an average target price of $256.14.

Insiders Place Their Bets

In related news, CEO Mark W. Kowlzan sold 9,266 shares of Packaging Corporation of America stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $217.08, for a total transaction of $2,011,463.28. Following the sale, the chief executive officer owned 473,610 shares of the company’s stock, valued at $102,811,258.80. The trade was a 1.92% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 1.60% of the company’s stock.

About Packaging Corporation of America

Packaging Corporation of America (NYSE: PKG) is a leading North American manufacturer of containerboard and corrugated packaging products. The company produces a range of paper-based packaging solutions including linerboard, corrugating medium, corrugated shipping containers, retail-ready packaging and point-of-purchase displays. In addition to core packaging products, Packaging Corporation of America offers packaging design, testing and supply-chain services intended to optimize protection, cost and sustainability for customers.

Headquartered in Lake Forest, Illinois, the company operates an integrated network of mills and corrugated manufacturing facilities across the United States and serves customers throughout North America in industries such as e-commerce, grocery and food & beverage, consumer packaged goods and industrial markets.